LedgerBox

QFX files, and what to use instead

QFX is Quicken's own variant of OFX, and LedgerBox does not write one. That is the whole answer, and the useful part is what comes after it: a published CSV layout, an Excel workbook, and a QBO file that is an OFX document worth trying.

Convert a document All export formats

What you can do today

No QFX file

Export a CSV or an Excel workbook and import it with the published column layout, or try the QBO Web Connect file, which is an OFX document. A QFX file is planned and is not here yet.

The layouts you would be mapping

CSV columns Excel columns

LedgerBox ships no QFX file and no QFX connection today. This page describes what there is instead.

Getting data into QFX today

  1. Convert the statement in LedgerBox

    Upload the PDF, let the balances reconcile, and review anything flagged before exporting.

  2. Download a CSV or an Excel workbook

    Date, description, debit, credit, balance. Both layouts are published in full, so an import mapping is a five-minute job once.

  3. Or try the QBO file

    It is an OFX document. Whether Quicken accepts it depends on Quicken, and we have not tested that, so this page does not claim it.

Worth knowing before you import

What we do not ship is as worth stating as what we do, because finding out later is the expensive way to learn it.

What we will and will not say about QFX

QFX is Quicken's variant of OFX. Beyond that we are not going to describe its tags or its requirements on a public page, because we have not generated one and imported it, and a confident wrong description costs a reader more than a short page does.

There is no connection to set up

LedgerBox does not sign in to Quicken, does not post to it, and does not sync with it. Nothing runs in the background. You download a file and import it, which also means nothing reaches your books that you did not put there.

Why it is not here yet

A file format ships once we can verify it end to end: generate it, import it into Quicken, and see the transactions land correctly. Until that is done, the honest option is the one above, and this page says so rather than listing a format we have not proved.

QFX FAQ

Does LedgerBox export QFX for Quicken?

No. A QFX export is planned and does not exist today. What exists is a CSV, an Excel workbook, and a QBO Web Connect file, and all three have their columns or their shape documented.

What can I import into Quicken today?

The published CSV or the Excel workbook, mapped in Quicken's own import. The QBO file is worth trying because it is an OFX document, though we have not tested it against Quicken and do not claim it works.

Why not just rename the QBO file to .qfx?

Because QFX is not simply OFX with a different extension, and a renamed file that half works is worse than a spreadsheet that fully works. When a real QFX export ships it will have been generated, imported, and checked.

Clean rows first, then import them anywhere.

Upload a document and download the export in under a minute. No card required.

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Four formats produce a file today and nine do not. See all thirteen, grouped